Who we work with
We're picky on purpose. To join us you need to be:
- FCA authorised - either directly or through a network
- Transparent on fees - clear disclosure of how you're paid, before any client engagement
- Clean regulatory record - no material adverse findings within the past five years
- Chartered or equivalent qualifications where applicable to your offering
- Willing to offer a free one-hour discovery call to every matched client as standard
How we vet
Every adviser is personally interviewed by us before joining. We use the conversation to verify regulatory standing, understand your fee structure in detail, and learn how you actually work with clients. It's not a formality - if how you talk about clients doesn't match how we want our matches to be treated, you won't get in.
What we ask of you
Respond to matches within 48 hours. Offer the free one-hour discovery call as standard. Don't use Heirloom as a list-building exercise. We track response rates and client feedback, and we'll remove anyone who doesn't meet the standard.
Apply to join the network
We're onboarding our founding advisers right now. If how we work sounds like how you already work, get in touch.
advisers@heirloomadvisers.co.uk - tell us about your practice, your typical client, and your fee structure. We'll be in touch within three business days to arrange an interview.